Treasury Management Specialist – Contract

🔥 0 minutes ago

🤠 Texas – Remote

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💵 $20 - $30 / hour

⏳ Contract/Temporary

🟢 Junior

👻 Ghost score 0%

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Logo of Vericast

Vericast

5001 - 10000 employees

📣 Marketing

💸 Finance

💳 Fintech

Marketing • Finance • Fintech

Vericast is a company focused on accelerating the performance of financial institutions. Through the use of data, artificial intelligence, and innovative strategies, Vericast helps banks and credit unions drive growth and enhance their marketing performance. The company provides a variety of solutions including digital marketing, direct mail, card solutions, check solutions, customer and employee insights, and customer change management. Vericast leverages responsibly sourced data to engage consumers effectively, which is why many financial institutions trust them for solving marketing challenges. Their expertise in the financial sector is aimed at delivering insights and growth solutions, positioning them as a leader in financial marketing services.

📋 Description

• Manage small, mid-market and large corporate, complex business clients during online banking system upgrades or conversions from legacy platforms to target platforms • Provide technical support, customer service and sales assistance • Deliver instructor-led virtual classroom training sessions for clients transitioning to new online banking platforms • Consult with clients and customers to identify additional product or service needs • Provide contact center support for commercial bank clients across multiple delivery channels • Maintain complete and accurate records of customer interactions • Complete initial new Digital Conversion Professional training and required ongoing learning • Provide outstanding “white glove” customer service to top-tier clients and customers • Understand and assist customers with NACHA files • Perform additional tasks, projects, special assignments and rotating team roles as assigned by the team leader

🎯 Requirements

• Experience as a Treasury Management sales resource, client service/account management or product manager, or experience in online banking/wire transfer conversions • Experience working with online banking treasury management systems, ACH, wire transfer, lockbox, positive pay, investment sweeps and related bank services and applications with commercial, corporate customers • Experience providing technical assistance with ACH, Wire and Positive Pay payment files in NACHA, delimited, fixed and other formats • Contact center environment experience is a plus • Proven track record of exceeding expectations through superior execution and project management • Experience organizing and conducting training sessions for companies of various sizes • Experience managing high profile clientele online banking data • Experience building and managing client information portfolios • Excellent verbal and written communication skills, including presenting/training external stakeholders • Proficiency using Microsoft Suite • B2B experience • Understanding and experience with NACHA files • Minimum of 6 months to 5+ years of experience in Treasury Management • BS in business/finance/accounting or equivalent experience

🏖️ Benefits

• Medical coverage • Dental coverage • Vision coverage • Generous PTO allowance • Life insurance • Employee assistance • Pet insurance

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